Meet Kevin 对 $GOOGL 的判断变化

《EARNINGS as Stocks Slip! ORCL and Adobe!》

搜索需求正在恶化；Google 当前的强势可能通过提高对现有用户的变现而掩盖了这一下滑。

谷歌今天其实是上涨的。看看那个。谷歌在这边徘徊在331，这是周线图。让我先看一下日线图。对，就是这样。当它突破这里的400时，大约404左右。那突破了我们的顶部线。天哪，如果它跌破331，下一站要一直到2263。

还有很长的路要走。我的意思是，你知道，这是一家好公司。我个人认为搜索业务正在被摧毁，他们通过压榨现有搜索客户、收取更多费用来掩盖这一点。但是，你知道，那是我的看法。我可能错了。

Google's actually having a green day. Look at that. Google uh hanging out over here at 331 and uh that's the week chart. Let me go to the day chart for a moment. Yeah, there we go.

When it broke through 400 over here, 404ish. Uh that was through our top line. And boy, uh if it loses 331, next stop isn't until 2 263. It's got a while to go. I mean, I you know, it's a good company.

I I personally think search is getting destroyed and they're covering it up by squeezing more and charging more out of their existing search customers. But, you know, that's my opinion. I I could be wrong about that.

看原视频05:49